High Mark Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 288 shares of IWO stock, worth $89,890. This represents 0.04% of its overall portfolio holdings.

Number of Shares
288
Previous 272 5.88%
Holding current value
$89,890
Previous $77,000 19.48%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$284.45 - $324.95 $4,551 - $5,199
16 Added 5.88%
288 $92,000
Q2 2025

Jul 21, 2025
SELL
$224.16 - $285.86 $3,362 - $4,287
-15 Reduced 5.23%
272 $77,000
Q4 2024

Jan 31, 2025
BUY
$278.19 - $315.36 $278 - $315
1 Added 0.35%
287 $82,000
Q3 2024

Oct 17, 2024
BUY
$256.4 - $289.78 $47,690 - $53,899
186 Added 186.0%
286 $81,000
Q2 2024

Jul 29, 2024
BUY
$245.29 - $268.7 $24,529 - $26,870
100 New
100 $26,000
Q1 2020

Apr 30, 2020
SELL
$135.58 - $225.25 $25,217 - $41,896
-186 Closed
0 $0
Q4 2019

Mar 19, 2020
BUY
$186.63 - $216.19 $34,713 - $40,211
186 New
186 $40,000

Others Institutions Holding IWO

# of Institutions
1,150
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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